Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.17K+ 353.33% |
$175K - $200K
|
1.5K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.03K+ 41.51% |
$154K - $176K
|
3.5K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.01KNew |
$151K - $172K
|
1.01K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
957+ 1.03% |
$144K - $164K
|
93.6K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
950+ 0.56% |
$143K - $163K
|
169K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
923+ 9.77% |
$138K - $158K
|
10.4K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
917+ 101.89% |
$138K - $157K
|
1.82K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
913New |
$137K - $156K
|
913
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
905+ 8.69% |
$136K - $155K
|
11.3K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
901+ 4.0% |
$135K - $154K
|
23.4K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
889New |
$133K - $152K
|
889
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
888+ 8.14% |
$133K - $152K
|
11.8K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
796+ 21.01% |
$119K - $136K
|
4.59K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.81% |
$119K - $136K
|
44.9K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
790+ 6.47% |
$119K - $135K
|
13K
$2.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
767+ 0.34% |
$115K - $131K
|
229K
$38.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
745+ 0.77% |
$112K - $128K
|
97.3K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
721+ 17.68% |
$108K - $124K
|
4.8K
$808K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
706+ 2.87% |
$106K - $121K
|
25.3K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
665+ 18.4% |
$99.8K - $114K
|
4.28K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
631+ 18.46% |
$94.7K - $108K
|
4.05K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
610+ 11.91% |
$91.5K - $105K
|
5.73K
$965K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
575+ 1402.44% |
$86.3K - $98.5K
|
616
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
549+ 7.24% |
$82.4K - $94.1K
|
8.13K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
546+ 8.91% |
$81.9K - $93.6K
|
6.68K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 5.74% |
$80.7K - $92.2K
|
9.92K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
516+ 15.42% |
$77.4K - $88.4K
|
3.86K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
506+ 1.88% |
$75.9K - $86.7K
|
27.5K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
498+ 14.74% |
$74.7K - $85.3K
|
3.88K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
494New |
$74.1K - $84.6K
|
494
$83.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
487+ 9.94% |
$73.1K - $83.4K
|
5.39K
$906K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
486+ 9.33% |
$72.9K - $83.3K
|
5.7K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
467+ 21.32% |
$70.1K - $80K
|
2.66K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
460+ 23.17% |
$69K - $78.8K
|
2.45K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
411+ 45.41% |
$61.7K - $70.4K
|
1.32K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
386+ 3.27% |
$57.9K - $66.1K
|
12.2K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
382+ 4.84% |
$57.3K - $65.5K
|
8.27K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
366+ 5.12% |
$54.9K - $62.7K
|
7.52K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
357+ 4.54% |
$53.6K - $61.2K
|
8.22K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
355+ 13.91% |
$53.3K - $60.8K
|
2.91K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
351+ 153.95% |
$52.7K - $60.1K
|
579
$97.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
350+ 7.18% |
$52.5K - $60K
|
5.23K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
342+ 12.7% |
$51.3K - $58.6K
|
3.04K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
330+ 0.11% |
$49.5K - $56.5K
|
304K
$51.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
300+ 3.05% |
$45K - $51.4K
|
10.1K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300+ 3.13% |
$45K - $51.4K
|
9.88K
$1.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$45K - $51.4K
|
300
$50.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
274+ 3.74% |
$41.1K - $46.9K
|
7.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
262+ 7.35% |
$39.3K - $44.9K
|
3.83K
$644K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
258+ 13.4% |
$38.7K - $44.2K
|
2.18K
$367K
|